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Invictus RG (Singapore)’s Pultegroup PHM Stock Holding History

Invictus RG (Singapore)’s Portfolio PHM Stock Details PHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-518
Closed -$11K – 670
2014
Q4 		$11K Sell
518
-3,200
-86% -$63.9K 0.01% 535
2014
Q3 		$66K Buy
3,718
+811
+28% +$15.3K 0.08% 313
2014
Q2 		$59K Buy
+2,907
New +$55.8K 0.06% 376
2013
Q3 		– Sell
-1,508
Closed -$29K – 655
2013
Q2 		$29K Buy
+1,508
New +$31.3K 0.03% 454

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CLM
ClearBridge LLC (Maryland) Baltimore, Maryland $329M AUM 9.73% 1-Year Est. Return

Invictus RG (Singapore)'s PHM Position: Q1 2015 in Review

Invictus RG (Singapore) sold out of Pultegroup (PHM) in Q1 2015, closing a stake of 518 shares — an estimated $11K sold.

Invictus RG (Singapore) first reported a position in PHM in Q2 2013 and held it in 4 quarters. The position peaked at $66K in Q3 2014. 409 funds tracked by Wall St. Rank hold PHM as of Q1 2015.

  • Invictus RG (Singapore) reported no remaining Pultegroup position as of Q1 2015 after selling out during the quarter.
  • Invictus RG (Singapore) sold 518 Pultegroup shares in Q1 2015, an estimated $11K.
  • Invictus RG (Singapore) first reported a position in Pultegroup in Q2 2013 and held it in 4 quarters.
  • Invictus RG (Singapore)'s Pultegroup position peaked at $66K in Q3 2014.
  • 409 funds tracked by Wall St. Rank held Pultegroup as of Q1 2015.

Based on Invictus RG (Singapore)'s 13F filing for Q1 2015, filed 15 May 2015.